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Financial Advocates Investment Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

Financial Advocates Investment Management’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-148,062
Closed -$14M – 328
2025
Q2 		$14M Buy
148,062
+4,915
+3% +$444K 1.14% 16
2025
Q1 		$13.2M Buy
143,147
+9,079
+7% +$852K 0.93% 21
2024
Q4 		$12.4M Sell
134,068
-13,579
-9% -$1.31M 0.71% 26
2024
Q3 		$14.3M Buy
147,647
+33,143
+29% +$3.05M 0.81% 20
2024
Q2 		$10.1M Sell
114,504
-69,639
-38% -$6.14M 0.63% 27
2024
Q1 		$13.6M Buy
184,143
+78,806
+75% +$6.78M 0.79% 21
2023
Q4 		$9.36M Buy
105,337
+14,333
+16% +$1.12M 0.61% 29
2023
Q3 		$6.74M Buy
91,004
+8,107
+10% +$636K 0.49% 46
2023
Q2 		$6.49M Buy
82,897
+6,077
+8% +$454K 0.46% 50
2023
Q1 		$5.67M Buy
76,820
+6,689
+10% +$493K 0.41% 51
2022
Q4 		$4.95M Buy
70,131
+7,795
+13% +$542K 0.37% 68
2022
Q3 		$3.9M Buy
62,336
+16,893
+37% +$1.17M 0.32% 81
2022
Q2 		$3.04M Sell
45,443
-21,458
-32% -$1.54M 0.25% 102
2022
Q1 		$5.08M Buy
66,901
+4,067
+6% +$305K 0.33% 72
2021
Q4 		$5.28M Buy
62,834
+11,802
+23% +$875K 0.33% 69
2021
Q3 		$3.62M Sell
51,032
-666
-1% -$48.4K 0.24% 109
2021
Q2 		$4.17M Buy
51,698
+17,111
+49% +$1.23M 0.28% 80
2021
Q1 		$2.38M Sell
34,587
-334
-1% -$21.9K 0.17% 137
2020
Q4 		$2.17M Buy
34,921
+3,177
+10% +$186K 0.15% 156
2020
Q3 		$1.72M Buy
31,744
+4,103
+15% +$224K 0.15% 148
2020
Q2 		$1.45M Sell
27,641
-3,282
-11% -$168K 0.14% 186
2020
Q1 		$1.43M Buy
30,923
+2,697
+10% +$155K 0.2% 135
2019
Q4 		$1.78M Buy
28,226
+8,279
+42% +$499K 0.19% 134
2019
Q3 		$1.15M Buy
19,947
+5,036
+34% +$287K 0.13% 166
2019
Q2 		$845K Buy
14,911
+1,806
+14% +$101K 0.1% 207
2019
Q1 		$719K Buy
13,105
+3,333
+34% +$178K 0.09% 217
2018
Q4 		$480K Sell
9,772
-20,259
-67% -$1.08M 0.07% 253
2018
Q3 		$1.69M Buy
30,031
+3,100
+12% +$173K 0.19% 128
2018
Q2 		$1.44M Buy
26,931
+3,562
+15% +$192K 0.17% 131
2018
Q1 		$1.24M Buy
23,369
+2,890
+14% +$160K 0.16% 135
2017
Q4 		$1.14M Buy
+20,479
New +$1.1M 0.15% 143

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Advocates Investment Management's IUSV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2025, closing a stake of 148,062 shares — an estimated $14M sold.

Financial Advocates Investment Management first reported a position in IUSV in Q4 2017 and held it in 31 quarters. The position peaked at $14.3M in Q3 2024. 747 funds tracked by Wall St. Rank hold IUSV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 148,062 iShares Core S&P US Value ETF shares in Q3 2025, an estimated $14M.
  • Financial Advocates Investment Management first reported a position in iShares Core S&P US Value ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Core S&P US Value ETF position peaked at $14.3M in Q3 2024.
  • 747 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.